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Stellantis

241 hedge funds and large institutions have $15.8B invested in Stellantis in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 81 increasing their positions, 42 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 615 (+9)

104% more capital invested

Capital invested by funds: $7.74B → $15.8B (+$8.05B)

93% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 42

31% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 65

9% more funds holding

Funds holding: 222241 (+19)

1.33% more ownership

Funds ownership: 27.32%28.65% (+1.3%)

47% less call options, than puts

Call options by funds: $306M | Put options by funds: $572M

Holders
241
Holders Change
+19
Holders Change %
+8.56%
% of All Funds
4.23%
Holding in Top 10
15
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+150%
% of All Funds
0.26%
New
85
Increased
81
Reduced
42
Closed
65
Calls
$306M
Puts
$572M
Net Calls
-$266M
Net Calls Change
-$64.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
201
IFP Advisors
Florida
$33K
TFIPS
202
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32.7K +$31K +1,845 New
MA
203
Montag & Associates
Georgia
$28K +$185 +11 +0.7%
HWA
204
HHM Wealth Advisors
Tennessee
$27K +$25.2K +1,500 New
IRC
205
Investors Research Corp
Georgia
$25K
NFSG
206
Newbridge Financial Services Group
Florida
$21K
CTC
207
Central Trust Company
Missouri
$20K
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$18K
BFC
209
Bedel Financial Consulting
Indiana
$17K
EFSCE
210
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
CFFP
211
Center for Financial Planning
Michigan
$12K
GWS
212
Glassman Wealth Services
Virginia
$12K +$11K +656 New
MGIM
213
M&G Investment Management
United Kingdom
$11.2K +$4.72M +280,725 +79%
Bessemer Group
214
Bessemer Group
New Jersey
$11K +$10.9K +646 New
CG
215
Cutler Group
California
$9K -$92.5K -5,500 -91%
MAM
216
McCarthy Asset Management
California
$9K -$1.02K -61 -11%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$8K +$4.57K +272 +139%
NFG
218
Next Financial Group
Texas
$7K
Fifth Third Bancorp
219
Fifth Third Bancorp
Ohio
$7K +$3.51K +209 +108%
CFGS
220
Concourse Financial Group Securities
Alabama
$7K +$5.62K +334 +668%
Bank Julius Baer & Co
221
Bank Julius Baer & Co
Switzerland
$7K +$6.76K +402 New
FWM
222
Focused Wealth Management
New York
$6K
EARNEST Partners
223
EARNEST Partners
Georgia
$6K +$2.42K +144 +100%
WAP
224
Wealthcare Advisory Partners
Pennsylvania
$6K +$6.12K +364 New
MWP
225
Meridian Wealth Partners
Pennsylvania
$5K +$5.04K +300 New

STLA Hedge Fund Activity: Q1 2021 in Review

241 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Stellantis (STLA) for Q1 2021, worth a combined $15.8B — up 104% from $7.74B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new STLA positions and 65 closed out — a net gain of 20 holders — while 81 added to existing stakes and 42 trimmed.

The largest buyer was Bpifrance, opening a new position worth an estimated $3.24B. The largest seller was UBS Group, cutting an estimated $937M.

  • 241 institutional investors held Stellantis (STLA) as of Q1 2021, up from 222 in Q4 2020.
  • Funds reported $15.8B of Stellantis stock for Q1 2021, up 104% quarter-over-quarter.
  • 85 funds opened new Stellantis positions in Q1 2021 and 65 closed out, a net change of +20 holders.
  • The largest Stellantis buyer in Q1 2021 was Bpifrance, an estimated $3.24B added.
  • The largest Stellantis seller in Q1 2021 was UBS Group, an estimated $937M sold.

Based on aggregated 13F filings for Q1 2021.